Financial Planning

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

As both major Presidential candidates’ campaigns get into full gear, some of their positions on tax have become clearer, while others are still up in the air.

How to figure out if your firm should be offering wealth management services

Assets in college savings plans named for an obscure section of the Internal Revenue Service code hit a new record this summer, totaling $266.2 billion. That’s up 5.1 percent from a year ago, when assets in the accounts stood at $253.2 billion.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Ernst & Young has released the results of a new survey on financial wellness, indicating that many people have no idea how much they will need to retire.

The Internal Revenue Service has issued final regulations allowing pension recipients to split their benefits between both monthly annuity payments and a lump sum.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

It’s back to school for university endowments and U.S. lawmakers.

Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, released a discussion draft of proposed legislation that would prevent taxpayers from putting more than $5 million in an individual retirement account.